See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,367 | $117,841-21.6% | $102,423-9.8% | $145,922-36.7% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 7.03% | 31.65%-24.6pp | 29.32%-22.3pp | 561.29%-554.3pp |
| Employer contribution / active EE | $774 | $3,615-78.6% | $3,023-74.4% | $4,660-83.4% |
| Participant deferral / active EE | $15,476 | $5,731+170.0% | $5,053+206.3% | $6,688+131.4% |
| Admin fee / account holder | $22,469 | $13,326+68.6% | $9,451+137.7% | $13,397+67.7% |